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Entry Level Financial Representative Jobs in Waterloo, IL

OneMain Financial

Loan Sales Specialist

Festus, MO

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Festus, MO · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee ...

OneMain Financial

Loan Sales Specialist

Festus, MO · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee ...

QCHI

Customer Service Representative

Saint Louis, MO · On-site

$17.50/hr

The Customer Service Representative opportunity is a full-time entry-level position that has great ... Operating in the specialty finance industry, QCHI provides services through a network of ...

InsuraTec

Sales Representative (Remote)

Crestwood, MO · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Swansea, IL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Affton, MO · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Clayton, MO · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Columbia, IL · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Oakville, MO · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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All JobsFinancial Representative JobsEntry Level Financial Representative JobsEntry Level Financial Representative Jobs in Waterloo, IL

Entry Level Financial Representative information

See Waterloo, IL salary details

$29.2K

$66.3K

$106.5K

How much do entry level financial representative jobs pay per year?

As of Jul 25, 2026, the average yearly pay for entry level financial representative in Waterloo, IL is $66,341.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,200.00 and $85,200.00 per year, depending on experience, location, and employer.

How do you get a job in finance with no experience?

Entry level financial representative roles often require strong communication skills and basic understanding of financial concepts. Candidates can improve their chances by obtaining relevant certifications like the FINRA Series 6 or 63, gaining knowledge through online courses, and demonstrating a willingness to learn and adapt during interviews.

How to make $10,000 a month with no degree?

An entry level financial representative can increase earning potential by gaining sales skills, building a strong client base, and obtaining relevant licenses such as the Series 6 or 7. High commissions and bonuses in financial services can help reach $10,000 monthly, but consistent performance and experience are essential for such income levels.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Representative, and why are they important?

To thrive as an Entry Level Financial Representative, you need a solid understanding of financial products, basic sales principles, and at least a bachelor's degree in finance, business, or a related field. Familiarity with customer relationship management (CRM) software and, in some cases, the pursuit or possession of relevant licenses such as FINRA Series 6 or 7 is typical. Strong interpersonal skills, active listening, and effective communication help you build client trust and explain complex financial concepts clearly. These abilities are crucial for helping clients achieve their financial goals and establishing a successful, client-focused practice.

What does an Entry Level Financial Representative do?

An Entry Level Financial Representative assists clients with understanding and managing their finances, including helping them select insurance policies, retirement plans, and investment options. They often work under the supervision of experienced professionals and receive on-the-job training. Their responsibilities include meeting with clients, assessing their financial needs, providing product recommendations, and maintaining client relationships. This role is a common starting point for a career in financial services, offering opportunities for advancement as skills and certifications are gained.

What are some typical challenges faced by Entry Level Financial Representatives, and how can they be addressed?

Entry Level Financial Representatives often face challenges such as building a client base from scratch, learning to navigate complex financial products, and adapting to a performance-driven environment. Success in this role often requires persistence, strong networking skills, and continuous learning to stay current with industry regulations. Many firms provide mentorship, training programs, and collaborative team environments to help new representatives overcome these hurdles and establish a solid foundation for long-term growth.

What is the difference between Entry Level Financial Representative vs Financial Advisor?

AspectEntry Level Financial RepresentativeFinancial Advisor
CertificationsTypically requires FINRA Series 6 or 7, and possibly Life & Health licensesOften requires Series 7, 63, and additional certifications like CFP
Work EnvironmentBank, financial services firm, or insurance company; client-facingIndependent or firm-based; personalized financial planning
Job FocusProduct sales, client onboarding, basic financial adviceComprehensive financial planning, investment management

While both roles involve working with clients on financial matters, Entry Level Financial Representatives focus on product sales and basic client service, often within a bank or insurance setting. Financial Advisors provide more in-depth financial planning and investment advice, often requiring additional certifications. The roles differ mainly in scope, certifications, and responsibilities, but both serve as entry points into the financial services industry.

Is 40 too late to start a career in finance?

Starting a career as an entry level financial representative at age 40 is possible, as many employers value skills, experience, and certifications like the Series 7 or 63. Age is generally not a barrier; success depends on your ability to learn, adapt, and build client relationships in the finance industry.

What is the best entry-level finance job?

An entry-level financial representative is a common starting role in finance, focusing on client service, financial product knowledge, and sales skills. These positions often require strong communication abilities and may involve certifications like the Series 6 or 63, with typical work hours during regular business times.
What cities near Waterloo, IL are hiring for Entry Level Financial Representative jobs? Cities near Waterloo, IL with the most Entry Level Financial Representative job openings:
Entry Level Financial Representative jobs near you
Infographic showing various Entry Level Financial Representative job openings in Waterloo, IL as of July 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 83% In-person, and 17% Hybrid job distribution, with an average salary of $66,341 per year, or $31.9 per hour.
Loan Acquisition Specialist

Loan Acquisition Specialist

OneMain Financial

Festus, MO

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

OneMain Financial rating

7.6

Company rating: 7.6 out of 10

Based on 100 frontline employees who took The Breakroom Quiz

111th of 150 rated financial services

Job description

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success.  This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.  
In the Role   
  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service  
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals  
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs 
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations 
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems 
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude 
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options  
Requirements:     
  • High School Diploma or GED      
Preferred:  
  • Sales, Collections or Customer Service experience    
Location: On site    
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.     
Who we Are 
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: 
  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances  
  • Up to 4% matching 401(k)    
  • Employee Stock Purchase Plan (10% share discount)    
  • Tuition reimbursement    
  • Paid time off (15 days’ vacation per year, prorated based on start date)  
  • Paid sick leave as determined by state or local ordinance (prorated based on start date)  
  • 11 Paid holidays (4 floating holidays, prorated based on start date)  
  • Paid volunteer time (3 days per year, prorated based on start date) 
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.  
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.   
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.  
Key Word Tags    
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee   

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